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(786) 789-1554
Email info@greenlightfinancial.net
Home
Services
Bookkeeping in Miami
Amending a Tax Return
Tax Services in Miami
Tax Planning and Strategy
Accounting Services
Real Estate Accounting
Cryptocurrency Investing and Trading
Royalty Accounting (Music Industry)
Cannabis Business And Taxes In Florida
Registering a Company in Florida
International Business
Other Speciality Services
Resources
Frequently Asked Questions
Blog
Contact Us
2022 Tax Questionnaire – Non Residents
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Name
*
First
Last
Email
*
Birthday
*
NEW CLIENTS ONLY (CHECK BOTH BOXES)
Copy of Identification (License or Passport) with DOB
Copy of Prior Year Return
Upload Identification and Prior Year Return
Click or drag files to this area to upload.
You can upload up to 100 files.
Did you receive, sell, exchange, gift or dispose of a digital asset (e.g. cryptocurrency, NFT)?
Yes
No
Did you receive a letter from the IRS with a six-digit Identity Protection pin?
Yes
No
Any major changes we need to be aware of, e.g. getting married or divorced, birth of child, change of address, etc?
Yes
No
Did you or your business purchase or sell real estate?
Yes
No
Did you utilize third party processor (such as CashApp or Venmo)
Yes
No
IRS Treasury Regulations require all Business owners to track their basis to avoid improperly claiming losses and deductions in excess of basis.
I will Track my own basis
Send me a quote to review
I want Greenlight to track my basis (Fees apply, depending on number of years in business)
If yes, please explain:
Any immigration changes we need to be aware of, e.g. change of visa, green card holder, became a US citizen etc...
Yes
No
If you normally end up owing taxes to IRS, we recommend making quarterly estimated tax payments. If you need our help making these payments on your behalf, check this box:
Send me more info on EST tax payments
DOCUMENT AND INFORMATION REQUEST
Provide days in/days out of USA from 2020, 2021. 2022 (Check history here: https://i94.cbp.dhs.gov/I94/#/home)
Sources of Income
Click or drag files to this area to upload.
You can upload up to 100 files.
Year-End Brokerage Statements (if you sold stocks, received stock dividends, received stock interest)
Click or drag files to this area to upload.
You can upload up to 100 files.
If you ITEMIZE DEDUCTIONS, please send the following: Property Taxes, Charitable Contributions
Click or drag files to this area to upload.
You can upload up to 100 files.
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